Lancaster

EST. AUM
$8,561,710

CONTACTS
2

CLIENT ACCOUNTS
25

Firm Details

Metro area New York City
CRD Number 339389
Website lancastersystematic.com
Client types

Overview

Lancaster Labs, LLC is a discretionary investment manager specializing in quantitative fixed-income strategies delivered through separately managed accounts (SMAs). The firm serves both wealth management platforms as a sub-advisor and direct clients as a primary advisor. Leveraging proprietary technology that integrates AI, quantitative analytics, algorithmic execution, and systematic portfolio construction, Lancaster focuses on providing tax-exempt income and the potential for enhanced total returns while maintaining interest rate and credit risk levels aligned with each strategy’s benchmark. The firm’s advisory services are exclusively focused on municipal bonds and other fixed-income instruments, with a particular expertise in systematic market-liquidity provision.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Lancaster

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